Accountants near Dana Point

“Visited the firm's office to track down an old friend we hadn't seen in 29 years. Scott was extremely helpful in facilitating the reconnection. ? We did no accounting business with them.“

“I've been using Scott and Joe for almost 20 years now. Great guys, I'd highly recommend them!“

“Extremely professional and responsive.
One-stop shop for bookkeeping and accounting.
I highly recommend this firm.“

“I'm not a "numbers guy," so for years I procrastinated until the last minute to get my taxes done. It was always an extremely stressful time for me, because I also own rental properties. Several years ago I spent 14 excruciating months being audited by the IRS, and my prior CPA did more damage than helping me in our many meetings with the IRS agents. When that was resolved, I looked for a new CPA and Will Martensen was recommended to me. Ever since then he has held my hand and been patient as I collected my data for him, and each time I left his office I felt a HUGE sense of relief! This past year, I was expecting to have to pay a lot of taxes, but instead, Will got me a REFUND of almost $17,000! I think he's the best CPA in Orange County, plus he has the additional qualifications of being an "enrolled agent" with the IRS!“

“Haydee is super smart and she has a nice tidy office conveniently located upstairs from my manicurist. I got my notary on so I can get my birth certificate to get my SS card. What an ordeal!! Haydee makes it so east and I'm happy I discovered her here in my neighborhood!!“

“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.They have been very timely and eager to answer questions through the audit and tax preparation process. My clients and I have grown to depend on their excellent and timely service. Could not be happier.Emily Benedick, CPMPremier Property Management“

“If you are not happy with your tax account please look up Dale Howe in SJC you will love your tax results.“

“The team at RMJR Tax and Accounting did my return last year and did such a good job. They communicate very well and work efficiently. I recommend their services to anyone who needs help with their taxes.“

“They've done my taxes for years, and I have never been audited. I couldn't be more pleased with them.“

“We were extremely satisfied with the work done by Rick at RMJR Tax and Accounting. For all new clients he will make sure you are in the best position possible going forward.“

“I have used this payroll company for 9 years. As a Public Works contractor, this service provides all that I need to keep up with payroll and compliance requirements. The staff is friendly and always available when I need help or have a question.“

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“I contacted Chris Johnston, CPA & Diana Orlando's (EA & notary public) last April about doing our 2022 taxes in 2023. Diana was very busy finishing up the 2021 tax year and took the time to answer all my questions. Diana is an EA "Enrolled Agent" which means she is able to represent clients in front of the IRS. I was very impressed with her knowledge and friendliness. I UPS'd a copy of my 2021 taxes. Fast forward to 2023, I received a reminder to submit my tax info for 2022, which I did. About two weeks later, presto my taxes were finished. Chris Johnston then gave me a call to go over my taxes and asked a few questions to make sure I had all my legitimate deductions, dependents, special tax credits, etc. since the tax code is a moving target with new deductions each year & deductions that are eliminated. That same day my wife and I received docusign documents to virtually sign. All done! I was impressed with the friendliness, knowledge, and ease of doing business with Chris & Diana. Thank you. As a side note: their price was lower than my pervious tax prep service. It is re-assuring to know that I have knowledgeable tax experts and a point-of-contact regarding any future tax questions.“

“I have been fortunate to work with Prescott Tax and Wealth Management for 25 years, and I can confidently say that their service is unparalleled. They handle both my personal and business taxes with an exceptional level of expertise and care, including partnerships, LLCs, real estate, and other complexities. Peter's deep knowledge of accounting is evident in every interaction. Whether it's navigating the intricacies of tax law or addressing specific financial concerns, he always provides insightful and accurate advice. Peter's ability to work effectively with the IRS and other tax entities has been a tremendous asset, ensuring that any issues are resolved swiftly and efficiently. The office staff at PTWM is perfectly sized to provide personalized attention while maintaining the resources to handle all my needs. The environment in their office is always positive and welcoming. I have referred others to PTWM over the years; my children are now also clients, and when I became responsible for my parents' finances several years ago, they also became clients. We are multi-generational clients working with this now multi-generational firm. I'm comforted in the knowledge that generational continuity supports my family's goals. One of the standout qualities of this firm is their responsiveness and availability. No matter the time of year, I can always count on them to be there when I need assistance or have a question. Their customer focus is second to none, consistently going above and beyond to ensure my satisfaction. I highly recommend them to anyone in need of reliable and knowledgeable tax and wealth management services.“

“Good service, but sometimes they forget to return calls. Price is comparable to other services. I wish they would do more things via email so I wouldn't have to go into the office. I'm very busy and prefer to do everything electronically“